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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
Citadel Advisors
Citadel Advisors
Florida
$236M +$68.6M 18 0.06% Increased
77
DCP
Darsana Capital Partners
New York
$229M $0 1 12.35% Maintained
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$226M -$8.2M 7 0.42% Reduced
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M +$4.27M 16 0.16% Increased
80
LT
Lindsell Train
United Kingdom
$224M +$475K 3 4.39% Increased
81
APG Asset Management
APG Asset Management
Netherlands
$219M -$29.9M 3 0.51% Reduced
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$211M +$11M 16 0.31% Increased
83
William Blair Investment Management
William Blair Investment Management
Illinois
$210M -$40.3M 5 0.78% Reduced
84
Rathbones Group
Rathbones Group
United Kingdom
$208M +$21.1M 3 2.39% Increased
85
Principal Financial Group
Principal Financial Group
Iowa
$205M -$19.7M 12 0.15% Reduced
86
HMP
HS Management Partners
New York
$203M +$1.14M 1 7.34% Increased
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M +$10.6M 9 0.52% Increased
88
Nordea Investment Management
Nordea Investment Management
Sweden
$202M +$42.1M 3 0.3% Increased
89
Raymond James & Associates
Raymond James & Associates
Florida
$200M -$8.3M 14 0.2% Reduced
90
Capital World Investors
Capital World Investors
California
$196M -$63.9M 2 0.04% Reduced
91
ProShare Advisors
ProShare Advisors
Maryland
$194M +$6.67M 9 0.64% Increased
92
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$193M +$105M 17 0.3% Increased
93
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$184M +$124M 5 1.75% Increased
94
Fidelity International
Fidelity International
Bermuda
$184M +$12.6M 10 0.22% Increased
95
MC
Martin Currie
United Kingdom
$182M -$8.12M 3 7.03% Reduced
96
KBC Group
KBC Group
Belgium
$180M +$22.6M 10 0.9% Increased
97
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$180M -$1.96M 2 1.27% Reduced
98
ACM
Atlanta Capital Management
Georgia
$178M +$5.33M 2 0.77% Increased
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$176M -$312K 17 0.28% Reduced
100
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$175M -$7.17M 6 1.97% Reduced